Pat Dorsey Portfolio Snapshot: March 2026 Holdings Analysis
Pat Dorsey's Dorsey Asset Management portfolio as of March 31, 2026, shows significant changes in holdings, including notable increases in companies like UBER, BKNG, SPGI, and LYV.
As of March 31, 2026, Pat Dorsey's Dorsey Asset Management portfolio, valued at approximately $1.11 billion, includes a diverse set of top holdings. Dorsey's portfolio is heavily concentrated in technology and healthcare sectors, with companies like ASML, AER, and APP showing reductions in their positions, while others like UBER, BKNG, SPGI, and LYV saw substantial increases.
Dorsey recently added positions in several companies, including UBER (Symbol: UBER) and BKNG (Symbol: BKNG), both of which experienced a 100% increase in shares held. Similarly, SPGI (Symbol: SPGI) and LYV (Symbol: LYV) also saw their share counts double. These additions reflect a strategic shift towards growth-oriented companies in the current market environment.
In contrast, holdings like ASML (Symbol: ASML) and AER (Symbol: AER) have decreased by nearly 20% and 11% respectively, indicating a reduction in exposure to these specific stocks. The portfolio also includes stable holdings like DHR (Symbol: DHR) and RPRX (Symbol: RPRX), which maintained their allocations despite market fluctuations.
For detailed insights into Pat Dorsey's investment strategy and performance, visit the investor profile at https://www.insiderset.com/investor/pat-dorsey-dorsey-asset-management. You can explore each stock's performance and company details by visiting their respective pages, such as UBER, BKNG, SPGI, and LYV.